Asset Management Breakfast Roundtable: Enhancing Your Performance Through Client Experience

Join us for a breakfast roundtable designed for key stakeholders within Client Reporting, Client Experience or similar functions at asset management firms.

This roundtable is a peer-to-peer discussion and the following topics could be discussed:

• Revenue retention
• Operational efficiencies
• Client enquiries
• Self-service capabilities
• Client data management
• Bespoke and standard reporting
• Technology implementation
• Digital reporting
• Use of AI in reporting

Event Details:
📅 Date: Tuesday 17 September
⏰ Time: 8:30 BST
⌛ Duration: 1hr 15mins
📍 Location: 1 Lombard Street, London EC3V 9AA

Don’t miss this chance to connect with the industry and gain insights. Register to secure your spot.

For inquiries and additional information, please contact ahogaboom@clearwateranalytics.com.